EWMCX
Evercore Equity Fund
1W: -1.2%
1M: -2.4%
3M: -0.1%
YTD: +8.5%
1Y: +3.8%
3Y: +48.3%
5Y: +43.6%
$43.08
+0.33 (+0.77%)
Weekly Expected Move ±1.6%
$41
$42
$43
$43
$44
Key Statistics
AUM$522M
Holdings31
Top 10 Wt51.4%
Volume0
Avg Volume0
Beta1.03
Portfolio Fundamentals
P/E13.5
P/B4.0
Div Yield1.14%
ROE34.9%
% Profitable87%
Inception1980-01-02
Sector Allocation
Financial Services
23.9%
Consumer Cyclical
20.3%
Real Estate
13.4%
Technology
13.0%
Communication Services
10.4%
Energy
7.3%
+3 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | 0QOJ.L | 9.01% | $42.5M | 243,515 |
| 2 | Alphabet Inc | ABEC.F | 5.68% | $26.8M | 93,265 |
| 3 | Apple Inc | AAPL.DE | 5.01% | $23.6M | 92,960 |
| 4 | Comfort Systems USA Inc | FIX | 4.98% | $23.4M | 17,000 |
| 5 | Morgan Stanley | DWD.DE | 4.85% | $22.9M | 139,000 |
| 6 | Microsoft Corp | 4338.HK | 4.74% | $22.3M | 60,340 |
| 7 | Amazon.com Inc | 0R1O.IL | 4.39% | $20.7M | 99,420 |
| 8 | Williams Cos Inc/The | 0LXB.L | 4.31% | $20.3M | 279,230 |
| 9 | Viking Holdings Ltd | VIK | 4.28% | $20.2M | 274,375 |
| 10 | JPMorgan Chase & Co | CMC.DE | 4.15% | $19.5M | 66,440 |